Whipplewood Advisors’s AvalonBay Communities AVB Stock Holding History

Whipplewood Advisors’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4	Closed	-$653	–	668
2026 Q1	$653	Sell	4 -150	-97%	-$26.2K	﹤0.01%	956
2025 Q4	$27.9K	Hold	154	–	–	0.02%	233
2025 Q3	$29.7K	Sell	154 -9	-6%	-$1.75K	0.02%	226
2025 Q2	$33.2K	Sell	163 -20	-11%	-$4.09K	0.02%	386
2025 Q1	$35K	Buy	183 +20	+12%	+$4.34K	0.02%	362
2024 Q4	$35.9K	Buy	+163	New	+$36.8K	0.02%	360

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Whipplewood Advisors's AVB Position: Q2 2026 in Review

Whipplewood Advisors sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 4 shares — an estimated $653 sold.

Whipplewood Advisors first reported a position in AVB in Q4 2024 and held it in 6 quarters. The position peaked at $35.9K in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Whipplewood Advisors reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 4 AvalonBay Communities shares in Q2 2026, an estimated $653.
Whipplewood Advisors first reported a position in AvalonBay Communities in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's AvalonBay Communities position peaked at $35.9K in Q4 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.